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Invesco India Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon Invesco India Flexi Cap Fund - Growth

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Fund Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2472 Cr ₹2886 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Feb 2022 06 Sep 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 97% 69.17%
Expense Ratio 1.96 1.94
Manager Amit Ganatra Amey Sathe
ISIN Code INF205KA1460 INF277K019K2
Exits Load Invesco India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 7.82% 5.62%
6 Month 2.08% 5.61%
1 Year 15.71% 14.39%
3 Year 25.8% 18.82%
5 Year - 21.16%

SIP Return Analysis

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month -0.29% 2.71%
1 Year -3.97% 1.1%
3 Year 19.86% 14.95%
5 Year - 14.42%

Rolling Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 34.52% 14.24%
3 Year - 15.51%
5 Year - 15.14%

Risk Management

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation - 11.4%
Sharp - 0.68%
Beta - 0.8%
Alpha - 0.81%

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Fund Managers

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Name Amit Ganatra Amey Sathe
Total AUM ₹23585 Cr ₹11910 Cr
Funds Managed 5 4
Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

Invesco India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 4.45 4.43
Large Cap 47.35 59.44
Small Cap 23.55 22.61
Mid Cap 24.65 13.52

Sector Allocation

Scheme Name

Invesco India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 2.52 2.95
Communication Services 2.94 -
Energy 3.33 -
Technology 10.43 -
Financial Services 24.35 -
Consumer Cyclical 20.14 -
Industrials 14.45 -
Healthcare 10.36 -
Real Estate 3.23 -
Basic Materials 4.79 -
Utilities 1.51 -
Consumer Defensive 1.95 -
Petroleum Products - 4.19
Cement & Cement Products - 6.95
Personal Products - 3.14
Construction - 4.2
Finance - 10.08
Ferrous Metals - 2.46
Consumer Durables - 3.64
Non - Ferrous Metals - 0.69
Insurance - 2.55
Pharmaceuticals & Biotechnology - 5.04
Banks - 23.32
Realty - 2.13
Agricultural, Commercial & Construction Vehicles - 1.53
Industrial Manufacturing - 0.71
Telecom - Services - 1.29
Diversified FMCG - 2.49
Retailing - 4.7
Food Products - 1.85
Leisure Services - 1.3
Transport Services - 0.36
Auto Components - 2.22
Healthcare Services - 2.01
IT - Software - 4.1
Automobiles - 3.11
Transport Infrastructure - 1.2
Capital Markets - 1.79

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